ISHARES TR

Ticker: IJJ CUSIP: 464287705 Class: S&P MC 400VL ETF

PARTNERS WEALTH MANAGEMENT, LLC's Holding History (CIK: 0002054714)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 4,294 Value ($000) $565 Avg Close — Range —
Q3 2025
Shares 4,294 Value ($000) $557 Avg Close — Range —
Q2 2025
Shares 4,205 Value ($000) $505 Avg Close — Range —
Q1 2025
Shares 4,205 Value ($000) $503 Avg Close — Range —
Q4 2024
Shares 4,205 Value ($000) $525 Avg Close — Range —